endowment
LifeCycle
ENDOWMENT POLICY
What is the LifeCycle Endowment?
The LifeCycle Endowment is an investment-linked policy underwritten by 27four Life Limited. The endowment assists you in saving towards your long term goals. It supports disciplined investing but at the same time allows you flexibility to change the investment particulars. If you are comfortable with a minimum five-year investment term, want a tax-ecient way to save, and wish to create liquidity in your estate, our Endowment Policy may meet your needs. You may also structure your portfolio across multiple policies to give you additional liquidity during the 5 year restricted period.
Product Summary
- Offers you a tax-efficient way to save
- Allows you to create liquidity in your estate – your beneficiaries may be paid out straight away on your death instead of the investment being included in your estate when you die (and potentially held up by any delays in finalising the estate)
- Enables your beneficiaries to save on executor fees
- Offers you transparent and easy access to a range of asset managers and investment portfolios of your choice.